X
Home   |  News & Events   |  Settled and Approved: Fiduciary Accounting from Start to Finish

Settled and Approved: Fiduciary Accounting from Start to Finish

Jun 29, 2016
   |   
Margaret M. Hand
   |   

Settled and Approved: Fiduciary Accounting from Start to Finish

July 12, 2016
8:30 A.M.

CalCPA Education Foundation
San Diego, CA
Speaker: Margaret M. Hand[/vc_column_text][/vc_column][/vc_row]

  • Determine how to produce the summary of account and each supporting schedule.
  • Recognize California’s Uniform Principal and Income Act.
  • Recognize when the fiduciary’s records reveal a breach of trust.
  • Determine how to get the records you need to do the job you were hired to do.

Related Posts

Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.

Advanced Topics on Probate Accountings
Oct 17, 2018

Event Date: 2018-11-07 6:00 PM

Event Speaker: Margaret M. Hand

Margaret M Hand discusses Advanced Topics on Probate Accountings (Probate Code section 1060, Fiduciary Truth Serum).

It’s critical that the couple understand and adhere to the rules governing their acts. Married clients often establish a Family Trust to control the disposition of their assets During their lifetimes, clients may transmute (that is, change the form of) property, whether from separate to community, from community to separate or from the separate property of one spouse to the separate property of the other spouse. A transmutation isn’t valid unless made in writing by an express declaration that’s made, joined in, consented to or accepted by the spouse whose interest in the property is adversely affected. The writing must contain language that expressly states that the characterization or ownership of the property is being changed.